ETF Holders

Who owns BAI?

Sector

iShares A.I. Innovation and Tech Active ETF · iShares

664 institutions reported holding BAI, worth $15.6B, in Form 13F filings for June 30, 2026.

13F holders
664
Institutional value
$15.6B
Change from prior quarter
+55.7%
+$5.6B, with price moves
New and sold-out firms
157 / 20
179 added, 306 trimmed

Top 10 institutional holders of BAI

FirmLocationValueSharesChange
Envestnet Asset Management Inc.Berwyn, PA$3.0B57,566,650−8,971,018 shares
LPL Financial LLCFort Mill, SC$1.4B26,585,056−780,065 shares
JPMorgan Chase & CoNew York, NY$809.8M15,932,165−4,437,430 shares
Dynasty Wealth Management, LLCSt. Petersburg, FL$746.0M14,150,853−5,500,264 shares
Morgan StanleyNew York, NY$537.8M10,200,979+1,106,356 shares
Ameriprise Financial Inc.Minneapolis, MN$485.6M9,213,447−235,017 shares
Bank of America Corp.Charlotte, NC$351.1M6,660,357−92,348 shares
MML Investors Services, LLCSpringfield, MA$324.8M6,160,767+928,195 shares
Park Avenue Securities LLCNew York, NY$280.4M5,319,125−919,390 shares
OpenArc Corporate Advisory, LLCAtlanta, GA$280.0M5,311,398−2,619,487 shares
654 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns BAI?

664 institutional managers reported holding BAI in Form 13F filings for June 30, 2026, worth $15.6B in total. The largest reported position was held by Envestnet Asset Management Inc., at $3.0B.

Did institutions buy or sell BAI last quarter?

Reported 13F value rose 55.7% from March 31, 2026, which includes price moves as well as buying and selling. 157 firms reported a new position and 20 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is BAI ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.